SMI Advisory Services’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

SMI Advisory Services’s Portfolio EMXC Stock Details EMXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$28.3M	Buy	285,356 +11,241	+4%	+$1.09M	4.51%	4
2026 Q2	$27.5M	Buy	274,115 +262,462	+2,252%	+$24.8M	4.45%	4
2026 Q1	$925K	Buy	+11,653	New	+$937K	0.15%	31
2025 Q1	–	Sell	-30,856	Closed	-$1.69M	–	45
2024 Q4	$1.69M	Sell	30,856 -321	-1%	-$18.8K	0.39%	29
2024 Q3	$1.88M	Sell	31,177 -28,977	-48%	-$1.74M	0.42%	31
2024 Q2	$3.68M	Sell	60,154 -7,888	-12%	-$454K	0.91%	24
2024 Q1	$3.99M	Buy	+68,042	New	+$3.79M	1.12%	27

Other funds holding EMXC

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TRIA

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

SMI Advisory Services's EMXC Position: Q3 2026 in Review

SMI Advisory Services increased its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 4.1% in Q3 2026, buying an estimated $1.09M and bringing the position to 285,356 shares worth $28.3M. The position accounts for 4.51% of the portfolio, ranked #4.

SMI Advisory Services first reported a position in EMXC in Q1 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold EMXC as of Q3 2026.

SMI Advisory Services held 285,356 shares of iShares MSCI Emerging Markets ex China ETF worth $28.3M as of Q3 2026.
SMI Advisory Services bought 11,241 iShares MSCI Emerging Markets ex China ETF shares in Q3 2026, an estimated $1.09M.
iShares MSCI Emerging Markets ex China ETF made up 4.51% of SMI Advisory Services's portfolio in Q3 2026, its #4 holding.
SMI Advisory Services first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2024 and has held it in 7 quarters since.
207 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.